1WCM

12 West Capital Management Portfolio holdings

AUM $946M
1-Year Est. Return 80.68%
This Quarter Est. Return
1 Year Est. Return
+80.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$989M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$29.1M
2 +$26.6M
3 +$18.5M
4
GPI icon
Group 1 Automotive
GPI
+$11.5M
5
TEAM icon
Atlassian
TEAM
+$9.97M

Top Sells

1 +$60.4M
2 +$29.5M
3 +$21.6M
4
SNOW icon
Snowflake
SNOW
+$19.7M
5
TECH icon
Bio-Techne
TECH
+$15M

Sector Composition

1 Technology 64.45%
2 Consumer Discretionary 13.75%
3 Healthcare 11.8%
4 Communication Services 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-210,592
27
-1,250,000
28
-1,500,000
29
-1,275,000